AdvisorRanked
95
Clean

KEB WEALTH ADVISORS

3200 ROBBINS ROAD, SPRINGFIELD, IL 62704
Fiduciaryfee-onlySEC Registered
(217) 789-0960 www.kebcpa.com/services/wealth-management CRD #117935
$1.3B
Assets Managed
13
Clients
17
Employees
22
Years Active
since 2004

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46051. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 22 years.

Firm Details

Legal NameKEB WEALTH ADVISORS
CRD Number#117935
SEC RegisteredYes
Registration Date2004-04-07
States RegisteredIL
Assets Under Management$1.3B
Number of Clients13
Employees17
Compensation Typefee-only
Last ADV Filing46051

Other Advisors in SPRINGFIELD

View all advisors in SPRINGFIELD

Frequently Asked Questions

Is KEB WEALTH ADVISORS a fiduciary?

Yes. KEB WEALTH ADVISORS is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does KEB WEALTH ADVISORS charge clients?

KEB WEALTH ADVISORS uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does KEB WEALTH ADVISORS have any complaints?

No. KEB WEALTH ADVISORS has zero complaints or disciplinary actions on file with the SEC or FINRA across 22 years of operation.

How does KEB WEALTH ADVISORS compare to other advisors in SPRINGFIELD?

KEB WEALTH ADVISORS has a Red Flag Score of 95/100. There are 6 registered advisory firms in SPRINGFIELD. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46051. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.